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Per rumor? I thought Rvnc stated that in the past
Another 1500 shares for me.
Bought more.
GLP-1. See this on X. Some exciting new GLP-1 drug randomized trial evidence for *potential* disease-modifying impact on #Parkinsons disease (there are none).
No progression of motor disability in the Rx group for 12 months.
Is VKTX really worth 8+ billion and ALT only 600 million?
Liars game? Could you expand on this? Thank you! Randy
The clinical study of 391 subjects found that patients taking Altimmune’s Pemvidutide loss an average of 16% of weight after 48 weeks. Of that weight, 75% of it derived from a loss of fat, while only 25% came from a loss of lean mass. This ratio is comparable to weight loss achieved with diet and exercise.
For comparison, a clinical trial of the active ingredient in Wegovy and Ozempic looked at a subgroup of 140 patients to see its effects on lean muscle mass. Participants in this group lost an average of about 15 pounds of lean muscle (40%) and 23 pounds of fat (60%) over 28 weeks.
How do these lean tissue numbers compare to VKTX and other drugs in this space
Our data show that 74.5% of weight loss was derived from adipose tissue and only 25.5% from lean
I would think they are different markets. People way over weight don’t go for cool-sculpting. I think that is more for the lose the last 10 stubborn pound’s.
Mid 2024 rollout but nice try.
Keep at it and best of luck to you! Never was much of a lifter myself but I can do 20 min twice a week. Just 1 set. 3 lifts. Twice a week. Upper body. 1 day. Lower body 3 days later.
MyFitnessPal taught me last about the foods I was eating. Micros. I wont renew so one time fee.
Strict diets are temporary. If you don’t change your habits the weight comes back. Eating healthy gets easier after a few month’s. Even for body builders eating is 90% of the task.
Have 6 egg omelette with only a yolk or two for breakfast every day. Chicken breast or fish with veggies every day for
Lunch or quinoa. Noodles and chicken and Rx bar or fruit for snacks and you have only had 900 cals. with 1 meal to go.
Make it a life style. Only food to eat is good healthy food. Fast food tastes like grease when you are away from it for a while.
What do you mean behavior lessons. Not trying to be a jerk here but wouldn’t that have been to eat less. When stopping the drug your appetite returns, along with the weight? If you have picked up 24 lbs hasn’t that happened?
I would suggest buying the MyFitnessPal pal app for 1 year. Set your macros at 60 carbs 25% protein and 15% fat and your weight at your target weight.
Buy Mike Metzlers last book on body building and make a workout plan. Make a
Lifestyle or it will always be a struggle
Thank you for a very detailed answer. I appreciate you taking the time. As close as I follow this I should have know this myself.
I guess I was thinking for CD the how to apply would have been answered during the phase 3 trials.
DAXXIFY for cervical dystonia on track for commercial launch mid-year; Permanent J-Code for DAXXIFY received January 2024.
Not sure why this is taking so long. Is there a good reason they didn’t start launch soon after J code?
GLP-1. Given the success of a GLP-1(+) pill how valuable will GLP-1 drugs given via a needle be?
NASHVILLE, Tenn.--(BUSINESS WIRE)-- Revance Therapeutics, Inc. (Nasdaq: RVNC) (“Revance” or the “Company”) today announced the pricing of an underwritten public offering of 16,000,000 shares of its common stock. The shares of common stock are being offered at a public offering price of $6.25 per share. The gross proceeds from the public offering are expected to be $100.0 million, before deducting underwriting discounts and commissions and other offering expenses. The public offering is expected to close on or about March 6, 2024, subject to the satisfaction of customary closing conditions.
Revance Reports Fourth Quarter and Full Year 2023 Financial Results, Provides Corporate Update
FEBRUARY 28, 2024
– Q4 and full year 2023 product revenue (DAXXIFY® and RHA® Collection) of $58.5 million and $212.7 million, representing approximately 28% and 80% YoY growth, respectively.
– Q4 DAXXIFY volume up 22% over Q3 2023, with over two-thirds of Q4 revenue attributable to reordering accounts.
– 2024 product revenue guidance of at least $280 million, supporting blockbuster potential in U.S. aesthetics.
– DAXXIFY for cervical dystonia on track for commercial launch mid-year; Permanent J-Code for DAXXIFY received January 2024.
– 2023 GAAP and non-GAAP OPEX on the low end of previously announced guidance ranges; 2024 GAAP and non-GAAP OPEX guidance of $460 million to $490 million and $290 million to $310 million, respectively.
– Cash, cash equivalents and short-term investments of $253.9 million as of December 31, 2023; Management anticipates achieving positive Adjusted EBITDA in 2025.
Fourth Quarter after the bell & Barclays, Cowen 44th Annual Healthcare Conference
Chief Executive Officer, Mark Foley and Chief Financial Officer, Tobin Schilke are scheduled to participate in a fireside chat on Tuesday, March 5, 2024, at 12:50p.m. EST, in Boston, Massachusetts.
Barclays Global Healthcare Conference 2024
Chief Executive Officer, Mark Foley, is scheduled to participate in a fireside chat on Tuesday, March 12, 2024, at 9:30a.m. EST, in Miami, Florida.
Interested parties can access the live audio webcast for this conference from the Investor Relations section of the company's website at www.revance.com. The webcast replay will be available after the conclusion of the live presentation for approximately 90 days.
Time to find a educated injector
That’s the stock
Market. I was able to double up my position at this new price. I think in the long run I’ll do better. Time will tell. I can give it a few years.
Darn. I think I read that wrong. Options?
Good article. They even got this right “it would make sense that Daxxify would contain double the dose of the active ingredient (botulinum toxin type A) — but that isn’t the case. Approved a frown line dose is 40 units for Daxxify, compared to 20 units for Botox, with both toxins containing the same amount of botulinum toxin type A in each dosage.”
RVNC should us this explanation.
Other than pay more comment she was great. They should hire her as a spokes person
Bristol-Myers Squibb is buying a near-20% stake in US biotechnologycompany ImClone Systems for around $1 billion, as part of an agreement whereby it will co-develop and co-promote the latter's IMC-C225 (cetuximab), which was given fast-track status earlier this year by the US Food and Drug Administration for the treatment of refractory colorectal carcinoma (Marketletter February 12).
If only we could get Martha Stewart to take some Dax to get the ball rolling
It’s nice to have the input from those close to the situation but 80% yoy is more accurate than any posts we have here.
Still a no brainer to me for anyone looking out a year or more.
Randy
Ok. I was failing to see the un met need. Thanks for the info!
Why do you think a phase 2 would get it on the market when there is already a drug?
I imagine by now there a few people who do know which way sales are headed.
It would have been nice if he would have added some of the things you added. Like it is no longer priced that way.
I have trouble taking his random observation’s on duration over large clinical trial results.
It would be nice to know how he is arriving at his time estimates and why he thinks his estimates are more accurate than the clinical trials. Is it just a feeling he has after treating a lot of patients or???
Botox has been around a long time did their results match their original phase 3 trial results.
At the end of the day his numbers still show Daxi as the better product even if he is disputing the phase 3 results.
Thanks for the information. Sounds like it’s a win for you and your client’s.
It was a good move. He probably did it because he knew sales where sucking and he knew it would be longer then expected to be profitable.
Yes it’s a gift. In a year or less you will be happy with what ever you put in. After tomorrow I’ll be all in.
I picked up another 4k shares under $6. Wow.
Piper reduces from $44 to $42.
They would be better served to just say the yearly cost of Botox vs Daxify, and talk to your injector if you you need additional information
Nice. 20 to start. Things are taking off.
Liberty Defense Receives Contract Award from TSA for Open Architecture Application and Continued Development of AIT Screening Kits up to $3.8M
Wilmington, MA – November 1, 2023 – Liberty Defense Holdings Ltd. (“Liberty” or the “Company”) (TSXV: SCAN, OTCQB: LDDFF, FRANKFURT: LD2A), a leading technology provider of Artificial Intelligence (AI) based next generation detection solutions for protecting secure locations against prohibited weapons and other threats, is pleased to announce that it has received a contract from the Transportation Security Administration (TSA) for $1.25M with options for a total value of $3.86M.
What’s the target market for a facial treatment that lasts for such a short duration?
After those phase 3 results if I was choosing an injector posting he was not getting great results on any patients I would choose a different injector.
Thanks for telling me your still learning.
I would believe the 2700 person results in a well document and reviewed phase 3 trial.
Wrong dosage, a few patients who don’t respond well, bad placement, shill. Take your pick.